In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Holowesko Partners Ltd. reported 23 stock positions worth $177.5 million . Its top holding was Alphabet Class A (GOOGL) at 14.3% of the portfolio, followed by Ryanair Holdings PLC-SP ADR (RYAAY, 13.1% ) and Exxon Mobil (XOM, 11.7% ). Compared with Q1 2024, it sold out of 3, added to 4 and reduced 7. The biggest buy was Ryanair Holdings PLC-SP ADR (RYAAY, shares +339% ) and the biggest sale an exit from Freeport-McMoran (FCX).
Location Nassau, C5
CIK 0001428569
Portfolio Value $177.5M (Q2 2024) Holdings 23 stocks · $177.5M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2024 GOOGL Alphabet Inc. Class A 138,900 $25.3M Reduce -28.4% RYAAY Ryanair Holdings PLC-SP ADR 200,400 $23.3M Add +338.5% XOM Exxon Mobil Corp. 180,373 $20.8M Add +19.4% AXP American Express Co. 59,200 $13.7M Reduce -20.2% OXY Occidental Petroleum Corp. 217,000 $13.7M No change GD General Dynamics Corp. 43,520 $12.6M Reduce -45.7% HAL Halliburton Co. 296,300 $10.0M Add +33.2% B Barrick Gold Corp. 596,000 $9.9M No change BABA Alibaba Group Holding-SP ADR 127,500 $9.2M Add +2.0% SEE Sealed Air Corp. 220,100 $7.7M No change YUMC Yum China Holdings Inc. 238,500 $7.4M Reduce -42.2% BHP BHP Group Ltd.-Spon ADR 91,900 $5.2M No change JPM JPMorgan Chase & Co. 23,400 $4.7M Reduce -66.7% HES Hess Corp. 20,000 $3.0M No change GSK GSK PLC-Spon ADR 52,000 $2.0M No change TSM Taiwan Semiconductor-SP ADR 9,000 $1.6M No change GLD SPDR Gold Shares 7,000 $1.5M No change QCOM Qualcomm Inc. 7,500 $1.5M Reduce -44.9% EMF Templeton Emerging Markets 81,633 $1.0M No change RTX RTX Corp. 9,500 $954K No change OTIS Otis Worldwide Corp. 9,000 $866K No change BRK.B Berkshire Hathaway Inc. Class B 1,965 $799K Reduce -50.4% INTC Intel Corp. 25,000 $774K No change
Options reported separately and not counted above: GOOGL puts ($10.0M).
Portfolio Sells Q1 2024 → Q2 2024 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▲ FCX Freeport-McMoran Inc. Sold out 0.00% −9.96 WFC Wells Fargo & Co. Sold out 0.00% −9.10 JPM JPMorgan Chase & Co. Reduce -66.7% 2.67% −3.09 YUMC Yum China Holdings Inc. Reduce -42.2% 4.14% −2.57 GD General Dynamics Corp. Reduce -45.7% 7.12% −2.14 PXD Pioneer Natural Resources Co. Sold out 0.00% −1.35 BRK.B Berkshire Hathaway Inc. Class B Reduce -50.4% 0.45% −0.23 QCOM Qualcomm Inc. Reduce -44.9% 0.84% −0.10 AXP American Express Co. Reduce -20.2% 7.72% +0.82 GOOGL Alphabet Inc. Class A Reduce -28.4% 14.26% +2.29
Portfolio Buys Q1 2024 → Q2 2024 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2024 % Of Portfolio Change To Portfolio ▼ RYAAY Ryanair Holdings PLC-SP ADR Add +338.5% 13.15% +10.43 XOM Exxon Mobil Corp. Add +19.4% 11.70% +4.52 HAL Halliburton Co. Add +33.2% 5.64% +2.05 BABA Alibaba Group Holding-SP ADR Add +2.0% 5.17% +1.48
Options Activity Q1 2024 → Q2 2024 Security Type Change vs Q1 2024 Underlying Shares Value ▼ WFC Wells Fargo & Co. put Sold out 191,200 $11.1Mbefore exit GOOGL Alphabet Inc. Class A put New 54,800 $10.0M AXP American Express Co. put Sold out 31,000 $7.1Mbefore exit JPM JPMorgan Chase & Co. put Sold out 29,000 $5.8Mbefore exit
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings Quarter Positions 13F Reported Value Top Holdings Q2 2026 34 $395.0M SW, GD, UL, KMB, AXP Q1 2026 31 $356.7M SLB, YUMC, EXE, MDLZ, KMB Q4 2025 28 $287.3M KMB, YUMC, QCOM, SLB, XOM Q3 2025 26 $270.3M KMB, QCOM, YUMC, B, GD Q2 2025 28 $268.2M B, GOOGL, KMB, QCOM, GD Q1 2025 29 $267.6M B, SLB, KMB, QCOM, GD Q4 2024 25 $218.3M GOOGL, QCOM, B, KMB, YUMC Q3 2024 26 $189.0M RYAAY, GOOGL, XOM, YUMC, BABA Q2 2024 23 $177.5M GOOGL, RYAAY, XOM, AXP, OXY Q1 2024 26 $244.6M GOOGL, FCX, GD, WFC, XOM